Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
Holdings Activity Buys Sells    History
Holding/activity history for  Full Truck Alliance Co. Ltd. (YMM)
← All YMM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 0.83 $8.04–11.68 · VW $9.57i SEC
2025   Q4 3,519,764 0.83 Reduce 7.32% 0.08 $10.20–14.07 · VW $11.84i $37,767,067 SEC
2025   Q3 3,797,697 1.04 Add 106.13% 0.54 $10.26–14.02 · VW $12.24i $49,256,130 SEC
2025   Q2 1,842,337 0.55 Buy 0.55 $9.45–12.97 · VW $11.25i $21,757,999 SEC
Price snapshot:
Current price$8.57
52-week low$7.38
52-week high$13.79